Revolve Wealth Partners’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
973
+10
| +1% | +$2.29K | 0.03% | 209 |
|
|
2025
Q1 | $223K | Buy |
+963
| New | +$223K | 0.03% | 205 |
|
|
2024
Q4 | – | Sell |
-1,842
| Closed | -$382K | – | 227 |
|
|
2024
Q3 | $382K | Sell |
1,842
-15
| -0.8% | -$3.11K | 0.06% | 129 |
|
|
2024
Q2 | $396K | Sell |
1,857
-3
| -0.2% | -$640 | 0.07% | 116 |
|
|
2024
Q1 | $396K | Buy |
1,860
+30
| +2% | +$6.4K | 0.07% | 113 |
|
|
2023
Q4 | $328K | Buy |
1,830
+307
| +20% | +$55K | 0.06% | 115 |
|
|
2023
Q3 | $232K | Buy |
1,523
+2
| +0.1% | +$305 | 0.05% | 129 |
|
|
2023
Q2 | $264K | Buy |
1,521
+16
| +1% | +$2.78K | 0.06% | 117 |
|
|
2023
Q1 | $246K | Buy |
1,505
+46
| +3% | +$7.51K | 0.06% | 125 |
|
|
2022
Q4 | $229K | Buy |
1,459
+61
| +4% | +$9.57K | 0.07% | 129 |
|
|
2022
Q3 | $224K | Buy |
1,398
+67
| +5% | +$10.7K | 0.07% | 114 |
|
|
2022
Q2 | $204K | Buy |
1,331
+27
| +2% | +$4.14K | 0.07% | 132 |
|
|
2022
Q1 | $207K | Buy |
1,304
+16
| +1% | +$2.54K | 0.06% | 141 |
|
|
2021
Q4 | $215K | Buy |
+1,288
| New | +$215K | 0.06% | 141 |
|